Kim Cox

Tel: (302) 543-5585

Kim Cox

Client Services Director

Biography

As Client Services Director, I strive to provide our clients with a smooth and efficient experience from the very beginning. From onboarding new clients and opening accounts to processing money movement requests and helping prepare for client meetings, I take pride in helping create a seamless and positive experience. The best part of my role is building relationships with our clients and helping them feel welcomed, informed, and supported every step of the way.

I’m a native of Michigan and attended Oakland University. Upon graduation, I began a career in the automotive industry, working for Volkswagen and American Honda. Along the way, I had the opportunity to live in several states, including Michigan, Ohio, California, North Carolina, and South Carolina. My family and I settled in Kennett Square in 2004. Prior to joining Wheeler Financial, I spent several years overseeing property management for the Somerset Lake Community.

Outside of work, I enjoy spending time with my husband and our two adult sons. During the warmer months, we spend as much time as possible on our boat, and on weekends, you can often find us searching for a great venue to enjoy live music. Staying active is important to me, and Pilates is one of my favorite ways to do so. Whether it’s a day on the boat, an evening of live music, or quality time with family and friends, I value the experiences and connections that bring people together.